PPL projects 6% to 8% annual EPS growth through at least 2029 as signed Pennsylvania data center agreements reach 32 GW (NYSE:PPL)

seekingalpha.com · 2026-08-07

PPL Q2 2026 earnings call recap: reaffirmed $1.90–$1.98 EPS, rate-case timing, $23B capex and data center growth.

TickrTrends take: PPL's projection of annual EPS growth in the 6% to 8% range through 2029 provides a concrete earnings trajectory against which TickrTrends' fairly valued assessment can be monitored. The substantial Pennsylvania data center agreements totaling 32 GW represent a significant revenue diversification opportunity for the utility, though investors should track whether these projects materialize on schedule and deliver the projected margin contribution. For valuation-focused readers, the key metric to watch will be whether PPL's actual EPS growth matches management's guidance, as execution risk on large infrastructure projects can affect the sustainability of current pricing.

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